FrontRange Solutions GoldMine Premium Edition 8.5 Technical Training Copyright © 2009 FrontRange...

FrontRange SolutionsGoldMine Premium Edition 8.5 Technical Training

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Universal Search – Major New Feature

One-box, Google-style search that covers structured data (records, fields) and unstructured data (documents)

Structured data search– Uses full-text search capability of MSSQL

SQL Express (2005 or 2008) requires Advanced Services– If you have a previous install w/o Advanced Services, Microsoft says

you can upgrade, but it was tricky in my experience no Firebird support for Universal Search

Document search– Optional feature– Not just metadata – searches within body text!– Requires Windows Search (free download from MS if necessary)– Local system or Remote index


Universal Search Setup

Installation– Can be installed when launching GM or via Tools > Configure > System Settings– If the option is not presented, then something’s wrong (GoldMine doesn’t think full-

text search is enabled)– Can take a LONG time depending on hardware and database size

Configuration– Tools > Configure > System Settings to install or uninstall Universal Search– Universal Search > Advanced > Options

Display Matching logic Custom search filters Document sources (subset of sources enabled by Windows indexing options)

– Windows Control Panel > Indexing Options Add/remove locations, file types, Outlook

– Security setting regarding curtaining Include records with matching search words in fields that may be hidden from users


Universal Search Troubleshooting

Open SQL Management Studio and check for Full-Text Search in the “Management” folder. Is it running?

Is the SQL Server FullText Search service running?

To install Universal Search, you must launch GM with a SQL Login that has sysadmin privileges

Universal Search > Advanced > Options > Documents– If there is a message about requiring Windows Search, install

Windows Search and restart GM

Trouble with multiple contact sets?– You can only search within the open database. This restriction was

added for security reasons.


Vista issue with emails in search results

MSSQL issue -- registry change mentioned in readme & docs

When GoldMine’s Universal Search is used on Windows Vista, the search results may not return e-mail messages. This is due to an issue in the Microsoft SQL Server database and can be addressed with the following workaround:– Run regedit.exe and select the following registry key:

“HKEY_LOCAL_MACHINE\SOFTWARE\Classes\CLSID\{5645C8C2-E277-11CF-8FDA-00AA00A14F93}\InprocServer32”

– Modify “%systemroot% \system32\mimefilt.dll” to “c:\WINDOWS\system32\mimefilt.dll”

– From the Windows Control Panel, restart the SQL Server FullText Search service and the Microsoft SQL Server service

– Reinstall Universal Search as follows: Run cmd.exe to open a command prompt. Navigate to the GoldMine folder (usually c:\Program Files\GoldMine) and enter “gmw /us:install”


Advanced search syntax

<contactnames> – Can also apply filter or group

<f:”Username\filtername”>

<g:”Username\groupname”>

This is actually useful because the entire search is a single string and stored in your recent searches


SQL 2008 Express with Advanced Services

Requires these free downloads from MS:– .NET Framework 3.5 SP1

– Windows Installer 4.5

– Windows PowerShell 1.0

SQL Express installer will prompt you if these are not already installed


Preview pane

Sometimes Office 2007 causes documents to pop up in a full window, not preview pane– Office security issue

– Workaround (registry edit) at http://support.microsoft.com/kb/927009

– This is in the readme and docs

File extensions are configured in System Settings– Stored in gm.ini, under the PreviewPane section


Compatibility Matrix changes

SQL 2000 not supported– Microsoft ended ‘mainstream support’ on 4/8/08

SQL 2008 is supported

Windows 2008 is supported

W 2003 x64 and W 2008 x64 are supported


64 bit desktop OSes are Not Tested

not supported

no known issues

risk areas are install, API, integration

support should log issues if reported


Windows 2008 with Vista – locking issue

When running GoldMine on a Windows Vista workstation connected to a server running Windows Server 2008, you may encounter file locking conflicts when multiple users attempt to log in to GoldMine.

Apparently related to the SMB 2.0 (Server Message Block 2.0) file sharing protocol used when Windows Vista is a client to a Windows 2008 server.

Vista SP1 *may* fix this, or you can disable SMB 2.0 on the server (not necessary to disable it on the client side)

For further explanation on SMB 2.0 and instructions on disabling it on the Windows 2008 Server, please see the following article from Microsoft TechNet: http://blogs.technet.com/askperf/archive/2008/05/30/two-minute-drill-overview-of-smb-2-0.aspx


GoldMine Plus Accounting (QuickBooks)

No plans to make it compatible

FSEs working on an alternate solution using QODBC (third-party ODBC driver) plus GM+View


Cross-field validation in F2 lookup

Lookup lists can be dependent (i.e., validated) on a value in another field

– Example: The valid options for the Title field are constrained by the value of the Department field

You can make a field dependent on any CONTACT1 field or any other field that is in the same table as the field in question.

– Example: The Product Name field on the Opportunity record can be dependent on a CONTACT1 (contact record) field or on an OPMGR (opportunity) field.

Show All checkbox is there for administration – gives you a list of all valid values

Use Force Valid Input if you want it really enforced– Otherwise, it restricts the F2 list displayed to users, but they can still enter

other values


Linked Document Mover

Lets you specify source directories and destination directory

Does not create Tlogs, so documents will not be resynced after moving them


Relationship Tree Builder

Creates relationship trees for existing data, so all records can have relationship trees in a common format

Based on field values (one or two fields, depending on your needs)– Ex: Employees\[Department]\[Contact Name]

Can add new relationships or replace existing ones


Installing/Upgrading GISMO and Office Links

GMsetup.exe installer will install all MS Office integrations (Word Link, Excel Link, Outlook Link)

Uninstall old Office Link (Word/Excel) before running the GMsetup.exe install – NEW: We have a utility to automate this

(OfficeLinkUninstall.vbs). OfficeLinkUninstall.vbs is a utility that uninstalls GoldMine Plus for

Microsoft Office without requiring user interaction with the installation wizard. The OfficeLinkUninstall.vbs utility can be executed by double-clicking it or adding it to a batch file as the following command: “cscript OfficeLinkUninstall.vbs”.

Previous versions of GISMO do not need to be uninstalled. The installer will do the upgrade.


Unattended Install

Creates an ini file (gm_si.ini)

Creates a batch file (gmsetup_si.bat)

Batch file is executed to initiate unattended install– uses gm_si.ini file and gmsetup.exe

Log file tracks the progress– c:\Documents and Settings\[user]\Local Settings\Temp\si_log.txt

“Strictly speaking, an unattended installation is one which does not require user interaction, and a silent installation is one which does not display any indication of its progress. ”

– Ours is unattended, not silent. There are progress indicators.

– If there is an error, it will drop into the usual interactive installer


How to apply Unattended Install

1. Install GM on the server using gmsetup.exe

2. Install GM on ONE workstation using gmsetup.exe, and keep the box check to create the configuration files for unattended installation

3. For all the other workstations, use gmsetup_si.bat to install GM– For undocked machines, you may need to edit the serial number

or DB server manually for each user


Unattended Install gmsetup_si.bat sample

gmsetup.exe /v"SILENT_INSTALL=\"gm_si.ini\"“

Place gmsetup.exe, gm_si.ini files in the same folder

If you are using this for an upgrade from a system that has a previous version of the Word/Excel links, copy the OfficeLinkUninstall.vbs utility to the same folder, and add this in as the first line of the .bat file:– cscript OfficeLinkUninstall.vbs

– This will uninstall the old Office links before upgrading to 8.5.


Unattended Install gm_si.ini sample

[SILENT]

Action=InstallWelcome

UseEncryptedPassword=1

[LicenseAgreement]

AUTHORIZEDAGENT=TRUE

READLICENSE=TRUE

AgreeToLicense=Yes

[CustomSetup]

GoldMine=3

Office=3

GMLinkOutlook=3

Excel=3

Word=3

INSTALLDIR=C:\Program Files\GoldMine\

[DbType]

DBSELECT=SQLSERVER

[SQLAdminLogin]

_SQL_ADMIN_PASSWORD="HA5K S2IY*#^*-MI#3L23$"

_SQL_ADMIN_USERNAME=sa

_SQL_ADMIN_DB_NAME=GMSQL05

_SQL_DB_OWNER=dbo

_SQL_ADMIN_SERVER=DU-QA-TEST50


Auto-Upgrade

Effective AFTER 8.5!

Tools > Configure > System Settings > Auto-Upgrade

Enter UNC path for gmsetup.exe

Enter UNC path for gm_si.ini

When users log in, GM checks to see if the server was upgraded. If so, it will initiate an unattended install on the workstation.


Impact of changes to installs and upgrades

“Minimal Setup” option is gone

“Install Locally” setting is gone from License Manager


Unicode database

Allow foreign language characters in data

Useful when you get emails from around the world or track customers in multiple countries

GoldMine is still a non-Unicode program. Display is configured under the Windows setting “Language for non-Unicode programs”


AP to create a case

Create a case template

Use the Create Case action in the AP definition


Taskbar

Groups can be menu buttons or split buttons– A menu button shows the name of the group on the button

When you click on it, a list of options drops down. You click on one of the options to execute it.

– A split button shows an icon (for one specific action) and an arrow When you click on the action, it is executed immediately When you click on the arrow, a list of options drops down. You click on

one of the options to execute it. Then that action is displayed on the split button, so you can execute it immediately the next time.


System Settings

SQL query limits

Plain text/HTML


NOTES table

Each individual note is now a separate row in the database table (i.e., multiple rows per contact)

Configurable security per user– Insert Notes

– Edit/delete own notes

– Edit/delete others' notes


GISME

2.1.2 version must be used with GMPE 8.5


What has changed since 8.0.3?

“Set record scroll order” in CSC– Resolves conflict between sort order as shown in CSC vs. order

when scrolling through the contact list

Other items inherited from GMCE 7.5– Removed 2GB limit on transfer sets

– Concurrent sync sessions are serialized (queued) by default

These and other tidbits are in the release notes for 8.5


Readme review

SQL 2000 not compatible

Vista/MSSQL registry key for Universal Search to get emails

Office 2007 preview pane issue & workaround from MS (registry change)

FrontRange Solutions GoldMine Premium Edition 8.5 Technical Training Copyright © 2009 FrontRange...

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Transcript of FrontRange Solutions GoldMine Premium Edition 8.5 Technical Training Copyright © 2009 FrontRange...